Jon Sheldon Bull
Gestore di Portafoglio-Azioni presso JPMorgan Private Wealth Advisors LLC
Profilo
Mr. Jon S.
Bull, CFA, is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
He has been in Wealth management industry since 1981.
Prior to First Republic, Mr. Bull was President and Chief Investment Officer of Starbuck, Tisdale & Associates, a former subsidiary of First Republic Bank, and before that, he was President and CEO of Santa Barbara Capital Management (formerly Argus Investment Management).
He sits on the firm’s Asset Allocation and Macro committees and co-manages one of the firm’s internal equity model portfolios.
Mr. Bull gradauted at University of California, Irvine.
He is a CFA charterholder and is a Chartered Investment Counselor.
Posizioni attive di Jon Sheldon Bull
| Società | Posizione | Inizio |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestore di Portafoglio-Azioni | 01/06/2007 |
Precedenti posizioni note di Jon Sheldon Bull
| Società | Posizione | Fine |
|---|---|---|
Starbuck, Tisdale & Associates
 Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Direttore degli Investimenti | 31/05/2007 |
| Dream Foundation | Presidente | - |
| Santa Barbara Zoo | Treasurer | - |
Formazione di Jon Sheldon Bull
| University of California, Irvine | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Starbuck, Tisdale & Associates
Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
| Santa Barbara Zoo | |
| Dream Foundation |
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